Plano, TX Dallas Parkway Office

Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and previously held roles at Exencial Wealth Advisors and Frontier Investment Management. Ventura is also an officer of MJV Ventures, LLC, a private investment and finance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

William Cleaver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes over 15 years at Raymond James & Associates. Outside of his advisory work, he is the owner of VFO Properties, LLC, a business involved in selecting and managing real estate properties. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee input to model financial outcomes.

David Kettlewell is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at J.P. Morgan Securities for 10 years. Outside of his advisory roles, he was involved with the McKinney North Stars Hockey Association from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Lorena Boyd is a financial advisor at Morgan Stanley in Plano, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools to support client financial plans.

Patrick Cleary is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities L.L.C. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates to support client goals.

David Meadors is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he participates in acting classes through John Casablancas. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include investment strategies as well as broader financial and estate planning solutions.

Javier Rodriguez is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent a year at Hilton. Outside of his advisory role, he is involved with the Regional Hispanic Contractors Association as Vice Chairman of the Capital Campaign Committee and serves on the board of ALPFA. He is also an independent contractor for Nammi Food Truck, a restaurant in Dallas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses a structured planning process supported by the Global Investment Committee’s analyses and offers a range of retail and institutional investment services.

David Barlow is a CFA® charterholder with 15 years of industry experience, currently serving at Morgan Stanley in Plano, TX. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using tools such as Monte Carlo simulations and Secular Return Estimates.

Emily Plummer is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020. Outside of her advisory role, she is involved with JuicePlus as a qualified sales consultant for the direct distribution of nutritional supplements. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions supported by firm-approved tools and methodologies.

Stephanie Donato is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and over 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Courtney Benavides is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2018, with prior experience at JP Morgan Chase Bank and JP Morgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a range of investment and planning solutions.

Otha Smith is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, The Leaders Group, and Lincoln Financial Distributors. Outside of finance, he is involved in business ventures including book publishing, TV and web series production, and consulting for a transportation services company. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes without individual security recommendations in standalone programs.

Christopher Aitken is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and having 14 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Roth is a financial advisor at Morgan Stanley in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James & Associates and Marcus & Millichap. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Glenn Sneed IV is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan entities from 2016 to 2023 before joining Morgan Stanley in 2023. Outside of his advisory role, he operates Unikr0n 58 LLC, a social media and media production business focused on automotive content. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.